When you have a higher income, have accumulated a valuable portfolio of invested assets, and other financial products, it is often difficult to organize, optimize and coordinate your assets into a coherent plan. You may need help to make the most of your circumstances.
From facing limitations on contributions to retirement plans, managing tax efficiency over time and protecting yourself along the way, there are unique challenges that come with a higher income.
We will cover a variety of topics including proper portfolio construction and management, guarding against the wealth eroding forces of fees, taxes and inflation, and developing a comprehensive estate plan.
Join our team of down-to-earth advisors to learn something new, get the tools to refine your financial plan, and enjoy a session with The Establishment. After all, you’ve earned it.
In this class expect to learn: